Chit Chat Stocks

$TSLA earnings and stock drop, $NFLX spiffy pop, cheap Mexican Stocks, pastor's crypto scam, hilarious small-cap corporate governance

"Hims & Hers Stock Report (Ticker: HIMS)" is the latest episode of Chit Chat Money. In this episode, they discuss the rapid growth of telehealth start-up Hims and Hers. Topics covered include the reasons behind HIMS's quick growth, emerging competitive advantages, thoughts on the founder and management team, and modeling out financials. They also touch on red flags with customer reviews and whether one of the hosts will buy the stock.

Topics discussed include JetBlue's failed acquisition of Spirit Airlines, Delta's Q4 earnings, Elon Musk's new pay package, reading hedge fund quarterly letters, and funny finance memes. The hosts also discuss the unpredictability of investing, merger arbitrage, analyzing a struggling business, stock analysis and investment theses, Sprouts success and concerns, heroes and zeros in the financial markets, and an analysis of Delta Air's earnings and stock attractiveness.

Norbert Lou, famous for his NVR investment, discusses his unique portfolio concentration and starting his hedge fund Punch Card Management. Topics include the advantages of a smaller fund, fund manager ownership, the performance of NPR in the portfolio, and the risks and benefits of a concentrated portfolio.

Match Group Activist, underfollowed wide moat businesses, and Boeing's new 737 Max debacle with Alaska Air are discussed.

Ray Dalio, founder of Bridgewater Associates, discusses the secretive hedge fund and its principles. They explore its culture, trading strategies, and underperformance. The hosts share their thoughts on Bridgewater and tease the next episode with media industry experts.

Topics discussed in this podcast include potential iRobot/Amazon merger, Mt. Rushmore of management teams, preferred sectors for 2024, uncertainty of bubble endings, and businesses with unassailable moats.

The hosts of this podcast talk about changing the name of the show and revamping its format. They reflect on their predictions from the previous year and discuss the performance of tobacco stocks versus equities. They also explore the collapse of the traditional TV bundle and predict negative returns in the consumer discretionary sector. They share a favorite investment pitch and recommend high-quality resources.

The hosts of a live-streamed show answer listener questions in an ask us anything format. They discuss upcoming changes for 2024 and the importance of regularly force ranking stock holdings. They evaluate Nelnet's performance and emphasize the need for patience in investment decisions. They also discuss identifying high-quality and low-quality management teams and the impact of inflation and interest rates on housing prices.

The advertising technology industry, driven by data analytics and digital innovations, continually transforms the landscape of marketing and media but grapples with issues of consumer privacy, ad fraud, and the need to adapt to evolving regulations and technological advancements. Listen as Brett and Ryan ask questions about the industry. Enjoy the show! ***************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠ ****************************** Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠⁠ Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠ Want more from Brad: https://x.com/BLyons151?s=20 More more Justin: https://www.linkedin.com/in/justin-taylor-ruiss/ More on BWG Strategy: https://bwgstrategy.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps What is Ad Tech? | (6:30) What is a Publisher? | (19:25) Changes | (44:03) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.